Avalon Global Asset Management LLC
CIK 1314273
13F filing for Q2 2026・No. 2,720
- Holdings
- US$917.03M
- Quarter change
- +US$193.36M
- Entries
- 38
- Net bought (estimate)
- +US$100.06M
This quarter was filed in thousands of dollars (dollars are required since 2023); multiplied by 1,000 here.
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 4
- Sold out 0
- Cut 6
- Added 8
- Corporate actions 0
- Unchanged 12
Largest holdings
30 stocks worth US$679.58M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| MUMicronCOM | CutSplit 1:2 | 44,660 | US$51.55M | 7.59% |
| CRWDCROWDSTRIKE HLDGS INCCL A | Unchanged | 67,340 | US$51.39M | 7.56% |
| NVDANvidiaCOM | Added | 256,800 | US$51.38M | 7.56% |
| PANWPALO ALTO NETWORKS INCCOM | Unchanged | 149,640 | US$51.03M | 7.51% |
| SNOWSNOWFLAKE INCCL A | Added | 197,200 | US$50.19M | 7.39% |
| VRTVERTIV HOLDINGS COCOM CL A | Unchanged | 120,000 | US$40.18M | 5.91% |
| MPWRMONOLITHIC PWR SYS INCCOM | Cut | 22,000 | US$30.41M | 4.48% |
| URIUNITED RENTALS INCCOM | New | 25,000 | US$28.32M | 4.17% |
| AMZNAmazonCOM | Unchanged | 109,600 | US$26.12M | 3.84% |
| NETCLOUDFLARE INCCL A COM | Added | 105,400 | US$25.85M | 3.80% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.